FORA Capital’s Equifax EFX Stock Holding History

FORA Capital’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.55M	Buy	+19,740	New	+$3.92M	0.26%	110
2025 Q4	–	Sell	-2,264	Closed	-$581K	–	494
2025 Q3	$581K	Sell	2,264 -590	-21%	-$148K	0.1%	252
2025 Q2	$740K	Buy	+2,854	New	+$726K	0.08%	265
2024 Q3	–	Sell	-17,133	Closed	-$4.15M	–	476
2024 Q2	$4.15M	Buy	+17,133	New	+$4.09M	0.51%	65
2023 Q3	–	Sell	-4,895	Closed	-$1.15M	–	497
2023 Q2	$1.15M	Sell	4,895 -2,928	-37%	-$616K	0.16%	144
2023 Q1	$1.59M	Buy	+7,823	New	+$1.63M	0.16%	183
2022 Q4	–	Sell	-9,022	Closed	-$1.55M	–	521
2022 Q3	$1.55M	Buy	9,022 +1,362	+18%	+$267K	0.3%	102
2022 Q2	$1.4M	Buy	+7,660	New	+$1.53M	0.28%	114
2021 Q3	–	Sell	-290	Closed	-$69K	–	500
2021 Q2	$69K	Sell	290 -1,705	-85%	-$381K	0.01%	665
2021 Q1	$361K	Buy	+1,995	New	+$352K	0.12%	200
2020 Q3	–	Sell	-4,776	Closed	-$821K	–	732
2020 Q2	$821K	Buy	+4,776	New	+$708K	0.28%	87
2020 Q1	–	Sell	-488	Closed	-$68K	–	1109
2019 Q4	$68K	Buy	+488	New	+$67.6K	0.01%	839

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FORA Capital's EFX Position: Q1 2026 in Review

FORA Capital opened a new position in Equifax (EFX) in Q1 2026: 19,740 shares worth $3.55M. The stake represents 0.26% of the portfolio and ranks #110 among its holdings. This is a return to the name: FORA Capital previously reported a position in EFX as recently as Q3 2025.

FORA Capital first reported a position in EFX in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.15M in Q2 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

FORA Capital held 19,740 shares of Equifax worth $3.55M as of Q1 2026.
Equifax was a new FORA Capital position in Q1 2026.
Equifax made up 0.26% of FORA Capital's portfolio in Q1 2026, its #110 holding.
FORA Capital first reported a position in Equifax in Q4 2019 and has held it in 12 quarters since.
FORA Capital's Equifax position peaked at $4.15M in Q2 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.